![Jeff Mello](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Cargos activos de Jeff Mello
Empresas | Cargo | Inicio | Fin |
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Wealthbox
![]() Wealthbox Packaged SoftwareTechnology Services Wealthbox is a CRM technology designed for financial advisors that was launched in 2014. The platform is integrated with leading custodians and wealth-tech partners, and is known for its modern product design and intuitive user experience. The collaborative workspace technology allows financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and streamline operations to grow their practices. Wealthbox is owned and operated by Starburst Labs, Inc., with offices in Providence. The company was founded by Daniel Ferranti and John Rourke, with John Rourke serving as CEO since incorporation. | Director Financiero/CFO | 01/10/2020 | - |
Presidente | 01/10/2020 | - |
Historial de carrera de Jeff Mello
Estadísticas
Internacional
Estados Unidos | 2 |
Operativa
Director of Finance/CFO | 1 |
President | 1 |
Sectorial
Technology Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 1 |
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Wealthbox
![]() Wealthbox Packaged SoftwareTechnology Services Wealthbox is a CRM technology designed for financial advisors that was launched in 2014. The platform is integrated with leading custodians and wealth-tech partners, and is known for its modern product design and intuitive user experience. The collaborative workspace technology allows financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and streamline operations to grow their practices. Wealthbox is owned and operated by Starburst Labs, Inc., with offices in Providence. The company was founded by Daniel Ferranti and John Rourke, with John Rourke serving as CEO since incorporation. | Technology Services |
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